+69.9%
BALL vs VOO
+314.0%
-244.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.1% | -2.2% |
| 7D | -2.8% | +0.5% | -3.3% | -3.2% |
| 30D | -3.5% | -0.9% | -2.6% | -2.9% |
| 3M | +16.3% | +3.9% | +12.4% | +12.7% |
| 6M | -1.7% | +14.5% | -16.3% | -11.7% |
| YTD | +16.3% | +13.0% | +3.4% | +5.4% |
| 1Y | +21.4% | +19.4% | +2.0% | +5.0% |
| 3Y | +22.1% | +78.9% | -56.8% | -24.3% |
| 5Y | -32.5% | +82.3% | -114.8% | -59.1% |
| 10Y | +69.9% | +314.2% | -244.3% | -50.7% |
| All | +69.9% | +314.0% | -244.1% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling